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iShares Russell Mid-Cap Growth ETF
IWP

1,014 hedge funds and large institutions have $10.1B invested in iShares Russell Mid-Cap Growth ETF in 2024 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 313 increasing their positions, 340 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

4,450% more call options, than puts

Call options by funds: $7.01M | Put options by funds: $154K

8% less repeat investments, than reductions

Existing positions increased: 313 | Existing positions reduced: 340

2% less funds holding

Funds holding: 1,037 → 1,014 (-23)

10% less first-time investments, than exits

New positions opened: 69 | Existing positions closed: 77

11% less capital invested

Capital invested by funds: $11.4B → $10.1B (-$1.27B)

15.55% less ownership

Funds ownership: 73.23% → 57.68% (-16%)

23% less funds holding in top 10

Funds holding in top 10: 43 → 33 (-10)

Holders
1,014
Holders Change
-23
Holders Change %
-2.22%
% of All Funds
14.64%
Holding in Top 10
33
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-23.26%
% of All Funds
0.48%
New
69
Increased
313
Reduced
340
Closed
77
Calls
$7.01M
Puts
$154K
Net Calls
+$6.85M
Net Calls Change
-$3.01M

Top Buyers

1
SFC
Strategic Financial Concepts
Texas
+$69.5M
2
Bank of America
Bank of America
North Carolina
+$41.9M
3
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$39.2M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$22.4M
5
Jones Financial Companies
Jones Financial Companies
Missouri
+$21.9M

Top Sellers

1
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$684M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$54.4M
3
AIA
Angeles Investment Advisors
California
-$40.5M
4
Goldman Sachs
Goldman Sachs
New York
-$40.4M
5
CA
CSM Advisors
Pennsylvania
-$28.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$75.6M -$40.4M -367,539 -35%
Osaic Holdings
27
Osaic Holdings
Arizona
$75M -$10M -91,385 -12%
AFI
28
American Family Investments
Wisconsin
$73.6M +$73.3M +666,994 New
RJFSA
29
Raymond James Financial Services Advisors
Florida
$69.7M -$2.13M -19,363 -3%
EH
30
Equitable Holdings
New York
$67.2M -$1.04M -9,498 -2%
ZB
31
Zions Bancorporation
Utah
$65.3M -$21.5M -195,682 -25%
Mariner
32
Mariner
Kansas
$59.5M +$3.14M +28,596 +6%
SI
33
Stephens Inc
Arkansas
$55.3M +$244K +2,218 +0.4%
SRA
34
Summit Rock Advisors
New York
$51.6M -$3.23M -29,416 -6%
SGAM
35
Stephens Group Asset Management
Arkansas
$50.1M -$234K -2,129 -0.5%
RA
36
Rodgers & Associates
Pennsylvania
$47.7M -$704K -6,409 -1%
JIC
37
Johnson Investment Counsel
Ohio
$45.8M -$1.32M -12,025 -3%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$44M +$838K +7,624 +2%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$41.7M +$20.5M +186,170 +97%
Creative Planning
40
Creative Planning
Kansas
$39.8M -$1.4M -12,725 -3%
M&T Bank
41
M&T Bank
New York
$38.7M +$31K +282 +0.1%
RJA
42
Raymond James & Associates
Florida
$36.4M -$41.5K -378 -0.1%
OCM
43
One Capital Management
California
$35.7M +$6.3M +57,327 +22%
ANTB
44
AMG National Trust Bank
Colorado
$35.5M +$847K +7,708 +2%
RFA
45
RTD Financial Advisors
Pennsylvania
$34.1M +$1.46M +13,299 +4%
HFS
46
Hantz Financial Services
Michigan
$30.2M -$1.48M -13,514 -5%
CMA
47
Cedar Mountain Advisors
Oregon
$30.1M +$265K +2,409 +0.9%
Barclays
48
Barclays
United Kingdom
$30.1M -$17.7M -161,420 -37%
Comerica Bank
49
Comerica Bank
Texas
$29.4M -$335K -3,051 -1%
KF
50
Krilogy Financial
Missouri
$28.7M -$14.5K -132 -0.1%
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IWP Hedge Fund Activity: Q2 2024 in Review

1,014 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Mid-Cap Growth ETF (IWP) for Q2 2024, worth a combined $10.1B — down 11% from $11.4B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of IWP and 69 opened new positions — a net loss of 8 holders — while 340 trimmed existing stakes and 313 added.

The largest buyer was Strategic Financial Concepts, adding an estimated $69.5M. The largest seller was TIAA Trust, National Association, cutting an estimated $684M.

  • 1,014 institutional investors held iShares Russell Mid-Cap Growth ETF (IWP) as of Q2 2024, down from 1,037 in Q1 2024.
  • Funds reported $10.1B of iShares Russell Mid-Cap Growth ETF stock for Q2 2024, down 11% quarter-over-quarter.
  • 69 funds opened new iShares Russell Mid-Cap Growth ETF positions in Q2 2024 and 77 closed out, a net change of -8 holders.
  • The largest iShares Russell Mid-Cap Growth ETF buyer in Q2 2024 was Strategic Financial Concepts, an estimated $69.5M added.
  • The largest iShares Russell Mid-Cap Growth ETF seller in Q2 2024 was TIAA Trust, National Association, an estimated $684M sold.

Based on aggregated 13F filings for Q2 2024.